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Networth Advisors’s NiSource NI Stock Holding History

Networth Advisors’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05K Sell
22
-4
-15% -$189 ﹤0.01% 326
2026
Q1 		$1.21K Buy
+26
New +$1.17K ﹤0.01% 316

Other funds holding NI

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Networth Advisors's NI Position: Q2 2026 in Review

Networth Advisors reduced its NiSource (NI) stake by 15% in Q2 2026, selling an estimated $189 and leaving 22 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Networth Advisors first reported a position in NI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.21K in Q1 2026. 431 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Networth Advisors held 22 shares of NiSource worth $1.05K as of Q2 2026.
  • Networth Advisors sold 4 NiSource shares in Q2 2026, an estimated $189.
  • NiSource made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #326 holding.
  • Networth Advisors first reported a position in NiSource in Q1 2026 and has held it in 2 quarters since.
  • Networth Advisors's NiSource position peaked at $1.21K in Q1 2026.
  • 431 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.